Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $105,859 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $37,201 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 67 · EIN 06-0988655 | Other insurance wrap fees | $5,536 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,939 | $37,196+176.7% | $154,108-33.2% | $55,725+84.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.18% | 1319.68%-1325.9pp | 735.21%-741.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $6,919 | $1,614+328.6% | $5,298+30.6% | $2,078+232.9% |
| Participant deferral / active EE | $4,637 | $2,068+124.2% | $5,081-8.7% | $3,356+38.2% |
| Admin fee / account holder | $112 | $102+10.7% | $13,411-99.2% | $115-2.3% |